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Pultegroup

620 hedge funds and large institutions have $10.7B invested in Pultegroup in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 229 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 51

34% more capital invested

Capital invested by funds: $7.95B → $10.7B (+$2.74B)

7% more funds holding

Funds holding: 578620 (+42)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.46% less ownership

Funds ownership: 87.21%86.74% (-0.46%)

8% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 229

34% less call options, than puts

Call options by funds: $57.8M | Put options by funds: $87.2M

Holders
620
Holders Change
+42
Holders Change %
+7.27%
% of All Funds
12.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
98
Increased
211
Reduced
229
Closed
51
Calls
$57.8M
Puts
$87.2M
Net Calls
-$29.4M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
501
Steward Partners Investment Advisory
New York
$194K +$2.1K +49 +1%
AIP
502
Ameritas Investment Partners
Nebraska
$182K -$21.1K -493 -11%
BCM
503
Bourgeon Capital Management
Connecticut
$174K +$160K +3,750 New
SC
504
Steph & Co
Wisconsin
$163K
CFB
505
Cullen/Frost Bankers
Texas
$162K
RIM
506
Rampart Investment Management
Connecticut
$161K -$766K -17,913 -84%
HFM
507
Harvest Fund Management
China
$161K +$27.7K +647 +24%
S
508
SignatureFD
Georgia
$153K +$8.21K +192 +6%
PCA
509
Providence Capital Advisors
North Carolina
$148K +$7.7K +180 +6%
IA
510
IFP Advisors
Florida
$148K +$44K +1,029 +47%
Fifth Third Bancorp
511
Fifth Third Bancorp
Ohio
$147K +$11.2K +262 +9%
FWM
512
Focused Wealth Management
New York
$143K -$21.4K -500 -14%
GEA
513
Glen Eagle Advisors
New Jersey
$130K +$110K +2,562 +1,068%
CI Investments Inc
514
CI Investments Inc
Ontario, Canada
$112K +$103K +2,409 New
Bessemer Group
515
Bessemer Group
New Jersey
$109K -$1.93K -45 -2%
MCM
516
Manchester Capital Management
Vermont
$109K
SDIC
517
South Dakota Investment Council
South Dakota
$106K
AWM
518
Avior Wealth Management
Nebraska
$105K -$177K -4,127 -64%
CFGS
519
Concourse Financial Group Securities
Alabama
$104K +$856 +20 +0.9%
FA
520
Fortis Advisors
Pennsylvania
$101K -$7.36K -172 -7%
JIR
521
James Investment Research
Ohio
$97K -$31.7K -740 -26%
CAL
522
Capital Analysts LLC
Pennsylvania
$96K
FQ
523
First Quadrant
California
$93K -$154K -3,600 -64%
NFG
524
Next Financial Group
Texas
$92K +$85.4K +1,997 New
IA
525
IndexIQ Advisors
New York
$90K +$49.7K +1,161 +150%

PHM Hedge Fund Activity: Q3 2020 in Review

620 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2020, worth a combined $10.7B — up 34% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PHM positions and 51 closed out — a net gain of 47 holders — while 211 added to existing stakes and 229 trimmed.

The largest buyer was Man Group, adding an estimated $68.2M. The largest seller was Greenhaven Associates, cutting an estimated $137M.

  • 620 institutional investors held Pultegroup (PHM) as of Q3 2020, up from 578 in Q2 2020.
  • Funds reported $10.7B of Pultegroup stock for Q3 2020, up 34% quarter-over-quarter.
  • 98 funds opened new Pultegroup positions in Q3 2020 and 51 closed out, a net change of +47 holders.
  • The largest Pultegroup buyer in Q3 2020 was Man Group, an estimated $68.2M added.
  • The largest Pultegroup seller in Q3 2020 was Greenhaven Associates, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2020.